Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

Commentary

How to apply an ESG lens to manager selection & oversight

Adelina Romanelli, Manager, Responsible Investing, discusses what factors to consider when determining the extent of an investment manager’s commitment to ESG, including the importance of a strong executive team with board-level accountability.

How to apply an ESG lens to manager selection & oversight

Adelina Romanelli, Manager, Responsible Investing, discusses what factors to consider when determining the extent of an investment manager’s commitment to ESG, including the importance of a strong executive team with board-level accountability.

  • March 15, 2021

    MFS Insights: Health Care Sector Spotlight

    While the pandemic has affected many industries negatively, companies in the health care sector are thriving. MFS Investment Management details how diagnostics equipment manufacturing, digital health, telemedicine and many other industries are picking up the pieces during this challenging time.

  • March 08, 2021

    MFS Insights: Growth versus Value. Where do we go from here?

    Intangible assets currently comprise approximately 85% of assets on company balance sheets. In this piece, MFS speaks on how this and other factors have changed how we classify and analyze both growth and value stocks.

  • February 19, 2021

    CIO Insights | February 2021

    CIO Sadiq S. Adatia discusses the markets and both the advances and challenges we are facing with COVID-19, including new strains and what this could mean for the economy. Plus, an update on our portfolio positioning.

  • February 10, 2021

    Learn how guaranteed investment funds (GIFs) can help your business

    Your corporate clients may not know Sun Life Guaranteed Investment Funds (GIFs) contracts owned at the corporate level offer several attractive benefits for business owners. GIFs are also known as segregated fund contracts.

  • February 10, 2021

    How to avoid family feuds over clients’ legacies

    Legacy planning represents a great opportunity to help Clients avoid intra-family conflicts, while potentially building inter-generational relationships.

  • January 25, 2021

    LIF maximums and Sun Life GIFs contracts with lifetime guaranteed income

    Two of the Sun Life GIFs products, Sun GIF Solutions Income Series and Sun Lifetime Advantage GIF, offer lifetime guaranteed income along with the core elements of a segregated fund contract, such as maturity and death benefit guarantees.

  • January 22, 2021

    Sun Life Global Investments wins 13 FundGrade A+ Awards

    Sun Life Global Investments is proud to announce that eight funds available in Sun GIF Solutions and five mutual funds have received FundGrade A+ Awards. 

  • January 19, 2021

    Q4 2020 | Market Update

    Despite a global economy ravaged by COVID-19, major indexes surged to record highs.

  • December 14, 2020

    CIO Insights | December 2020

    CIO Sadiq S. Adatia discusses the results of the U.S. presidency, a change in power and the vaccine advances in the fight against COVID-19, plus an update on our portfolio positioning.

  • December 01, 2020

    Must-read: Sun Life Opportunistic Fixed Income Private Pool Monthly Update

    What’s happening in alternative credit? In our October update, sub-advisor Wellington Management reviews its pre-election portfolio positioning and reports on contributors and detractors.